Fortune Financial Advisors, LLC Vanguard Transaction History
Fortune Financial Advisors, LLC
- $116 Billion
- Q1 2025
A detailed history of Fortune Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 76,084 shares of VGSH stock, worth $4.47 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
76,084
Previous 74,358
2.32%
Holding current value
$4.47 Million
Previous $4.33 Billion
3.22%
% of portfolio
3.85%
Previous 3.93%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.31 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$406 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$368 Million0.06% of portfolio